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TCW Flexible Income ETF (FLXR) Institutional Ownership

$39.53 +0.01 (+0.03%)
Closing price 08/15/2025 04:10 PM Eastern
Extended Trading
$39.52 -0.01 (-0.03%)
As of 08/15/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for TCW Flexible Income ETF (NYSEARCA:FLXR)

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$581.39M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$15.29M
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FLXR Institutional Buying and Selling by Quarter

TCW Flexible Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025Captrust Financial Advisors4,268,785$168.40M0.4%+5.0%11.494%
8/15/2025 MML Investors Services LLC61,758$2.44M0.0%+43.5%0.166%
8/15/2025 Bank of America Corp DE2,594,650$102.36M0.0%+142.2%6.986%
8/14/2025 Jane Street Group LLC102,946$4.06M0.0%+135.0%0.277%
8/14/2025 Ausdal Financial Partners Inc.231,877$9.15M0.6%N/A0.624%
8/14/2025 Raymond James Financial Inc.322,130$12.71M0.0%+5,541.5%0.867%
8/14/2025 Napa Wealth Management24,632$972K0.5%+20.2%0.066%
8/14/2025 Tandem Financial LLC51,934$2.05M1.9%+18.0%0.140%
8/14/2025 Cary Street Partners Financial LLC1,303,769$51.43M1.4%+13.6%3.510%
8/13/2025 Cary Street Partners Investment Advisory LLC6,028$238K0.1%+42.4%0.016%
8/13/2025 Baird Financial Group Inc.53,099$2.10M0.0%+23.7%0.143%
8/13/2025 Wellspring Financial Advisors LLC5,303$209K0.0%N/A0.014%
8/13/2025 M&T Bank Corp1,257,737$49.62M0.2%-3.1%3.386%
8/13/2025 Northwestern Mutual Wealth Management Co.72,063$2.84M0.0%N/A0.194%
8/12/2025 Steward Partners Investment Advisory LLC90,274$3.56M0.0%+25.1%0.243%
8/12/2025 Global Retirement Partners LLC10,731$423K0.0%N/A0.029%
8/11/2025 Morling Financial Advisors LLC668,998$26.39M8.6%N/A1.801%
8/11/2025 Capital Square LLC36,934$1.45M0.8%+147.0%0.099%
8/8/2025 Thoroughbred Financial Services LLC5,075$200K0.0%-60.7%0.014%
8/8/2025 Cetera Investment Advisers79,532$3.14M0.0%+133.3%0.214%
8/8/2025 Francis Financial Inc.757,595$29.89M6.9%+64.9%2.040%
8/8/2025 PNC Financial Services Group Inc.2,294$91K0.0%+67.8%0.006%
8/7/2025 Fagan Associates Inc.242,581$9.57M1.5%N/A0.653%
8/6/2025 AE Wealth Management LLC3,236$128K0.0%+13.1%0.009%
8/6/2025 Rovin Capital UT ADV36,372$1.44M0.4%+6.8%0.098%
8/5/2025 Beckerman Institutional LLC96,235$3.80M2.5%+88.2%0.259%
8/5/2025 Tsfg LLC100,550$3.97M0.7%N/A0.271%
8/4/2025 Bridgewealth Advisory Group LLC16,173$638K0.2%+48.0%0.044%
8/4/2025 Mesirow Financial Investment Management Inc.41,724$1.65M0.0%+183.3%0.112%
8/4/2025 Atria Investments Inc7,140$282K0.0%N/A0.019%
8/1/2025 Brookwood Investment Group LLC151,115$5.96M1.0%N/A0.410%
8/1/2025 Pasadena Private Wealth LLC275,976$10.89M1.9%+21.0%0.748%
8/1/2025 Envestnet Asset Management Inc.1,044,858$41.22M0.0%+15.6%2.833%
7/31/2025 Leelyn Smith LLC62,815$2.48M0.4%-1.6%0.170%
7/31/2025 3EDGE Asset Management LP139,441$5.50M0.3%+1.4%0.378%
7/31/2025 CAP Partners LLC19,881$784K0.5%+7.0%0.054%
7/30/2025 KPP Advisory Services LLC36,184$1.43M0.2%N/A0.099%
7/28/2025 WJ Wealth Management LLC226,595$8.94M2.8%+52.0%0.620%
7/28/2025 Lunt Capital Management Inc.123,749$4.88M1.9%N/A0.338%
7/28/2025 Axxcess Wealth Management LLC22,446$885K0.0%N/A0.061%
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7/25/2025 Envestnet Portfolio Solutions Inc.89,321$3.52M0.0%+10.2%0.245%
7/25/2025 Concord Asset Management LLC VA15,846$625K0.1%N/A0.043%
7/25/2025 CWM LLC60,601$2.39M0.0%N/A0.166%
7/25/2025 Concurrent Investment Advisors LLC6,810$269K0.0%N/A0.019%
7/25/2025 Apollon Financial LLC24,535$968K0.2%+328.9%0.067%
7/24/2025 Etesian Wealth Advisors Inc.10,125$399K0.1%N/A0.028%
7/24/2025 Weaver Capital Management LLC410,194$16.18M4.0%+6.4%1.130%
7/23/2025 Tectonic Advisors LLC564,993$22.29M1.3%+8.3%1.557%
7/23/2025 Peak Financial Management Inc.124,526$4.91M1.4%N/A0.343%
7/23/2025 Morton Capital Management LLC CA1,373,849$54.20M9.6%+5.4%3.786%
7/23/2025 Bellevue Asset Management LLC102,568$4.05M2.0%N/A0.283%
7/18/2025 First Pacific Financial1,881,546$74.23M10.9%N/A5.195%
7/14/2025 Park Avenue Securities LLC8,950$353K0.0%N/A0.025%
7/11/2025 Silver Oak Securities Incorporated45,946$1.81M0.1%N/A0.132%
7/10/2025 Exchange Traded Concepts LLC482,101$19.02M0.2%-7.7%1.382%
7/10/2025 Wealth Enhancement Advisory Services LLC26,846$1.06M0.0%-6.6%0.077%
7/8/2025 Parallel Advisors LLC7,186$283K0.0%N/A0.021%
7/7/2025 Peak Financial Advisors LLC547,259$21.59M11.1%+267.3%1.600%
5/19/2025 Jane Street Group LLC43,800$1.72M0.0%+25.5%0.000%
5/15/2025 Royal Bank of Canada8,123$318K0.0%-71.3%0.000%
5/15/2025 Baird Financial Group Inc.42,937$1.68M0.0%N/A0.000%
5/14/2025 Napa Wealth Management20,493$803K0.5%-3.5%0.000%
5/13/2025 Francis Financial Inc.459,505$18.00M4.4%N/A0.000%
5/13/2025 Bridgewealth Advisory Group LLC10,925$428K0.6%+54.0%0.000%
5/12/2025 Cooper Financial Group12,800$501K0.1%+10.1%0.000%
5/9/2025 Cary Street Partners Investment Advisory LLC4,232$166K0.1%N/A0.000%
5/9/2025 Cary Street Partners Financial LLC1,147,345$44.94M1.4%+33.5%0.000%
5/9/2025 Thoroughbred Financial Services LLC12,909$505K0.0%-6.4%0.000%
5/9/2025 Argent Trust Co27,203$1.07M0.0%N/A0.000%
5/9/2025 PNC Financial Services Group Inc.1,367$54K0.0%+125.2%0.000%
5/8/2025 Pasadena Private Wealth LLC228,152$8.94M1.7%+1.8%0.000%
5/8/2025 CAP Partners LLC18,581$728K0.5%+17.9%0.000%
5/8/2025 Tandem Financial LLC44,007$1.72M1.9%+6.7%0.000%
5/8/2025 Mesirow Financial Investment Management Inc.14,728$577K0.0%N/A0.000%
5/8/2025 Arkadios Wealth Advisors15,641$613K0.0%-2.2%0.000%
5/7/2025 Frontier Asset Management LLC52,672$2.06M0.6%+150.4%0.000%
5/7/2025 LPL Financial LLC1,053,856$41.28M0.0%+78.8%0.000%
5/7/2025 BlueStem Wealth Partners LLC316,303$12.39M1.7%N/A0.000%
5/7/2025 White & Co Financial Planning Inc219,574$8.59M7.4%+3.1%0.000%
5/6/2025 Cetera Investment Advisers34,093$1.34M0.0%+1.8%0.000%
5/6/2025 AE Wealth Management LLC2,860$112K0.0%N/A0.000%
5/5/2025 Beckerman Institutional LLC51,127$2.00M1.5%N/A0.000%
5/5/2025Hollencrest Capital Management2,560$100K0.0%+100.0%0.000%
5/2/2025 Concord Wealth Partners13,055$511K0.1%N/A0.000%
5/2/2025 Litman Gregory Wealth Management LLC5,230$205K0.0%-18.3%0.000%
5/2/2025 Tectonic Advisors LLC521,822$20.44M1.3%+5.0%0.000%
5/2/2025 Apollon Financial LLC5,720$224K0.1%N/A0.000%
5/2/2025 Leelyn Smith LLC63,819$2.50M0.4%-2.1%0.000%
5/1/2025 3EDGE Asset Management LP137,472$5.39M0.4%+127.6%0.000%
4/30/2025 M&T Bank Corp1,298,264$50.85M0.2%+17.1%0.000%
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4/29/2025 Envestnet Asset Management Inc.903,751$35.40M0.0%+103.4%0.000%
4/28/2025 Rovin Capital UT ADV34,055$1.33M0.4%N/A0.000%
4/25/2025 WJ Wealth Management LLC149,036$5.84M2.1%N/A0.000%
4/23/2025 Oppenheimer & Co. Inc.25,221$988K0.0%+139.6%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.135,511$5.31M0.0%+22.9%0.000%
4/22/2025 Weaver Capital Management LLC385,644$15.11M4.0%+218.6%0.000%
4/21/2025 Envestnet Portfolio Solutions Inc.81,080$3.18M0.0%+23.4%0.000%
4/17/2025 Morton Capital Management LLC CA1,303,569$51.06M9.9%+5.1%0.000%
4/17/2025 Exchange Traded Concepts LLC522,304$20.46M0.4%-16.8%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC28,741$1.13M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

FLXR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLXR shares?

During the previous two years, 89 institutional investors and hedge funds held shares of TCW Flexible Income ETF. The most heavily invested institutionals were Captrust Financial Advisors ($168.40M), Bank of America Corp DE ($102.36M), First Pacific Financial ($74.23M), Morton Capital Management LLC CA ($54.20M), Cary Street Partners Financial LLC ($51.43M), M&T Bank Corp ($49.62M), and LPL Financial LLC ($41.28M).Learn more on TCW Flexible Income ETF's institutional investors.

Which institutional investors have been buying TCW Flexible Income ETF's stock?

Of the 86 institutional investors that purchased TCW Flexible Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Pacific Financial ($1.88M), Envestnet Asset Management Inc. ($1.60M), Bank of America Corp DE ($1.58M), Cary Street Partners Financial LLC ($1.30M), LPL Financial LLC ($766.21K), Francis Financial Inc. ($757.60K), and Morling Financial Advisors LLC ($669.00K).

How much institutional buying is happening at TCW Flexible Income ETF?

Institutional investors have bought a total of 14,817,281 shares in the last 24 months. This purchase volume represents approximately $581.39M in transactions.

Which of TCW Flexible Income ETF's major shareholders have been selling company stock?

Of the 13 institutional investors that sold TCW Flexible Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Exchange Traded Concepts LLC ($145.65K), M&T Bank Corp ($89.06K), JPMorgan Chase & Co. ($72.02K), Cetera Investment Advisers ($27.27K), Royal Bank of Canada ($20.18K), Frontier Asset Management LLC ($20.07K), and Thoroughbred Financial Services LLC ($8.72K).

How much institutional selling is happening at TCW Flexible Income ETF?

Institutional investors have sold a total of 391,849 shares in the last 24 months. This volume of shares sold represents approximately $15.29M in transactions.



This page (NYSEARCA:FLXR) was last updated on 8/17/2025 by MarketBeat.com Staff
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